Setting Contacts

← Editing Invoices

Certain business use cases may require to define or change the contacts that are assigned to an invoice.

• Contact: The primary contact to which the invoice will be sent.
• Mailing Contact: The contact that provides the mailing address for postal distribution.
• Email Contact: The contact that provides the primary email address. Additional email addresses that will receive the invoice can be specified in the Email CC and Email BCC fields.

Info

If specified, Mailing Contact and Email Contact override Contact.

If not specified, Mailing Contact and Email Contact fall back to Contact.

To set contacts for a draft invoice, proceed as follows:

1. Open the invoice you want to modify.

2. Click Set Contacts.

   
   Setting contacts on a draft invoice

3. Specify the contacts as required.

4. Click Save.

   This sets the selected contacts for the current draft invoice and fills the address fields.

Related information:

Address Data